Prudent Man Advisors LLC Has $505,000 Position in Honeywell International Inc. $HON

Prudent Man Advisors LLC reduced its stake in Honeywell International Inc. (NASDAQ:HON) by 57.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,586 shares of the conglomerate’s stock after selling 3,469 shares during the period. Prudent Man Advisors LLC’s holdings in Honeywell International were worth $505,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Cardinal Capital Management Inc. increased its stake in shares of Honeywell International by 6.1% in the 4th quarter. Cardinal Capital Management Inc. now owns 138,726 shares of the conglomerate’s stock valued at $27,064,000 after acquiring an additional 7,929 shares in the last quarter. Douglas Lane & Associates LLC grew its position in Honeywell International by 56.1% in the 4th quarter. Douglas Lane & Associates LLC now owns 72,783 shares of the conglomerate’s stock valued at $14,199,000 after purchasing an additional 26,162 shares during the period. Exencial Wealth Advisors LLC grew its position in Honeywell International by 36.6% in the 4th quarter. Exencial Wealth Advisors LLC now owns 81,211 shares of the conglomerate’s stock valued at $15,844,000 after purchasing an additional 21,770 shares during the period. First National Trust Co grew its position in Honeywell International by 9.4% in the 3rd quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock valued at $16,648,000 after purchasing an additional 6,803 shares during the period. Finally, Valley Wealth Managers Inc. grew its position in Honeywell International by 33.9% in the 4th quarter. Valley Wealth Managers Inc. now owns 114,016 shares of the conglomerate’s stock valued at $22,243,000 after purchasing an additional 28,875 shares during the period. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. Rothschild & Co Redburn reduced their price target on shares of Honeywell International from $235.00 to $225.00 and set a “neutral” rating for the company in a research report on Thursday, May 21st. Jefferies Financial Group reduced their price target on shares of Honeywell International from $245.00 to $240.00 and set a “hold” rating for the company in a research report on Monday, April 27th. Morgan Stanley lifted their price target on shares of Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a research report on Thursday, March 12th. The Goldman Sachs Group lifted their price target on shares of Honeywell International from $258.00 to $276.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Finally, Argus lifted their price target on shares of Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Thirteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $248.04.

Honeywell International Price Performance

HON opened at $213.97 on Monday. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.39 and a quick ratio of 1.10. The company has a market capitalization of $135.58 billion, a price-to-earnings ratio of 30.31, a P/E/G ratio of 3.06 and a beta of 0.85. The firm’s fifty day moving average price is $223.71 and its two-hundred day moving average price is $218.87. Honeywell International Inc. has a 1 year low of $186.76 and a 1 year high of $248.18.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.32 by $0.13. The firm had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The business’s revenue for the quarter was up 2.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.21 EPS. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. As a group, analysts anticipate that Honeywell International Inc. will post 10.54 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 15th were issued a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Friday, May 15th. Honeywell International’s payout ratio is currently 67.42%.

Key Headlines Impacting Honeywell International

Here are the key news stories impacting Honeywell International this week:

• Positive Sentiment: Honeywell set a June 15 record date for the planned spin-off of Honeywell Aerospace, with the distribution expected on June 29; shareholders are expected to receive one share of the new Aerospace company for every two HON shares, and the new stock is expected to trade as HONA. This creates a clearer breakup story that many investors may view as a value-unlocking catalyst. Article title
• Positive Sentiment: Analyst commentary remained constructive, with Goldman Sachs and RBC both reiterating bullish views and raising price targets on Honeywell. Higher targets can support sentiment by signaling Wall Street sees upside from current levels. Article title
• Positive Sentiment: Honeywell’s Building Automation unit showed double-digit revenue growth in Q1, helped by strong demand, rising orders, and data center-related investment. Strong performance in this segment suggests the core business remains healthy ahead of the separation. Article title
• Positive Sentiment: Honeywell Aerospace is being positioned as a stand-alone growth story, with management forecasting strong growth and targets such as $6.5 billion in earnings by 2030. That outlook may be encouraging investors to re-rate the stock over time. Article title
• Neutral Sentiment: Honeywell’s quantum unit Quantinuum completed its IPO and debut, drawing strong attention to the company’s broader portfolio. While the listing highlights value in Honeywell’s assets, the direct impact on HON stock is less immediate because the move is mainly tied to the future spin-off structure. Article title
• Negative Sentiment: Despite the favorable news flow, HON has recently traded lower, suggesting investors may be taking profits or waiting for more clarity on the post-spin structure, reverse stock split, and the near-term earnings impact of the separation process. Article title

About Honeywell International

Honeywell International Inc is a diversified, publicly traded multinational conglomerate (NASDAQ: HON) that designs and manufactures a wide range of commercial and consumer products, engineering services and aerospace systems. The company operates through major business platforms that historically include Aerospace; Building Technologies; Performance Materials and Technologies; and Safety and Productivity Solutions. Its portfolio spans avionics and propulsion systems, building controls and HVAC equipment, process technologies and advanced materials, industrial automation software, and personal protective equipment and scanning solutions.

Honeywell’s aerospace business supplies aircraft manufacturers and operators with engines and auxiliary power units, avionics, flight safety systems and aftermarket services.